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About PlanGuru

PlanGuru is a business planning software from PlanGuru that offers budgeting and forecasting tools designed to help businesses and nonprofits make better decisions. It combines features such as financial statement forecasting, unlimited budgeting flexibility, and scenario analysis so users can create intelligent and dynamic financial projections. This software allows organizations to analyze their financial health efficiently and adjust their strategies accordingly. Users can generate comprehensive financial forecasts that cover all three financial statements, ensuring accurate and thorough financial planning. Key capabilities: budget creation scenario analysis financial forecasting customizable reporting multi-user access Best for: businesses and nonprofits that need to build accurate financial plans and budgets.

PlanGuru Details

Vendor
PlanGuru
Year Launched
2013
Location
UNITED STATES OF AMERICA
Deployment
cloud, on premise, windows, linux
Training Options
documentation, videos, live online
Countries Served
All Countries
Languages
English, Spanish, French, German, Italian, Dutch, Portuguese, Chinese
Users
PlanGuru allows small/mid-size businesses, non-profits, and business advisors to easily budget, forecast, and plan for the future. Plus, it's Excel & QuickBooks compatible.
Industries Served
Financial Services, Nonprofit Organizations, Small to Medium Enterprises (SMEs)
Tags
Budgeting, Forecasting, Financial Planning, Accounting Software

PlanGuru's In-App Market Place

Does PlanGuru have an in-app market place?

Yes

How many Mini-Apps in the marketplace?

1

Mini Apps

N/A

Pricing Options

Free trial
Free version
Request a quote
Promo Offer

Accepted Payment Currencies

Usd ($), Eur (€), Gbp (£), Aud (A$), Cad (C$), Chf (CHF), Jpy (¥), Inr (₹), Cny (¥), Rub (₽), Brl (R$), Mxn (Mex$), Sek (kr), Nzd (NZ$), Zar (R), Sgd (S$), Hkd (HK$), Twd (NT$), Dkk (kr), Thb (฿), Try (₺), Nok (kr), Krw (₩), Ils (₪), Pln (zł), Sar (SR), Aed (د.إ), Myr (RM), Huf (Ft), Czk (Kč), Ils (₪), Php (₱), Sgd (S$), Clp (CLP), Idr (Rp), Pkr (Rs), Afn (Afs), Kgs (лв), Vnd (₫)

Pros & Cons

  • Comprehensive Financial Planning Tools: PlanGuru offers robust budgeting and forecasting capabilities, allowing users to project financial outcomes for up to 10 years. This feature is particularly useful for small and medium-sized businesses (SMBs) and nonprofits that need detailed financial planning.
  • Scenario Analysis: The software enables "What-If" scenario analysis, helping organizations evaluate different financial situations and their potential impacts. This is crucial for strategic decision-making and risk management.
  • Integration with Popular Platforms: PlanGuru integrates seamlessly with QuickBooks, Xero, and Excel, making it easy to import historical data and create detailed financial reports. This integration streamlines the financial planning process for businesses already using these platforms.
  • Advanced Reporting Features: The software includes in-app reporting tools and an Excel add-in for advanced reporting. This allows users to create customized reports and dashboards, which can be exported to PDF, Word, or Excel for easy sharing.
  • Cloud-Based Deployment: Being cloud-based, PlanGuru is accessible from anywhere with an internet connection, which is beneficial for teams working remotely or across multiple locations.
  • Flexible Pricing Plans: PlanGuru offers various pricing tiers, including options for single entities and multi-department consolidations, making it accessible to a wide range of businesses and organizations.
  • Extensive Support Resources: PlanGuru provides robust customer support, including U.S.-based technical support, in-app help guides, video tutorials, and access to PlanGuru University for in-depth training.
  • Steep Learning Curve: Some users may find PlanGuru challenging to learn, especially if they are new to financial forecasting and budgeting software. The software's interface and features can be complex, requiring time to master.
  • Interface Usability: While powerful, the software's interface may not be as intuitive as other accounting or financial planning tools. Users may need to invest extra time in navigating the software effectively.
  • Limited Long-Term Forecasting: PlanGuru's forecasting capabilities are limited to a 10-year projection, which might not be sufficient for organizations requiring longer-term financial planning.
  • Time-Consuming Features: Certain features, such as customizing reports or setting up complex scenarios, can be time-consuming, potentially slowing down the planning process for users with tight deadlines.
  • Report Formatting Limitations: While the software offers advanced reporting tools, some users have reported limitations in formatting when exporting reports, particularly when it comes to customization and presentation.

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